Commodities Focus
S&P Global Energy analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture and coal markets.

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Episoder(645)

APPEC: US ethanol eyes new markets amid increased US-China tensions

APPEC: US ethanol eyes new markets amid increased US-China tensions

With US ethanol still shut out of China, this installment of Commodities Focus podcast looks at the current state of the US ethanol market, the key emerging demand centers in Asia, and the benefits of...

12 Sep 201911min

Alone on the High Seas: Is the shipping market at the mercy of the volatility in bunker fuels?

Alone on the High Seas: Is the shipping market at the mercy of the volatility in bunker fuels?

S&P Global Platts shipping editors George Griffiths and Sam Eckett probe into the dry bulk and container markets and how bunker fuels are impacting pricing ahead of IMO 2020's January 1st deadline. Th...

11 Sep 20196min

Texas natural gas, power prices diverge during an August for the record books

Texas natural gas, power prices diverge during an August for the record books

ERCOT power demand smashed record after record durin August, boosting spot prices to record highs and real-time power prices to $9,000/MWh. Natural gas prices, however, did not see any uplift from rec...

6 Sep 20198min

Can China absorb this year's steel capacity build-up?

Can China absorb this year's steel capacity build-up?

China will bring on another 35 million mt/year of crude steel this year through its capacity replacement mechanism, S&P Global Platts estimates. How will this impact pig iron production growth? And is...

28 Aug 20195min

Make-or-break time approaching for US LNG developers as trade turmoil escalates

Make-or-break time approaching for US LNG developers as trade turmoil escalates

S&P Global Platts senior natural gas writer Harry Weber and S&P Global Market Intelligence natural gas reporter Corey Paul discuss with Platts natural gas managing editor Joe Fisher the state of play ...

27 Aug 201922min

US power sector faces challenges from lower utility load, global trade uncertainty

US power sector faces challenges from lower utility load, global trade uncertainty

A number of major trends are impacting the US power sector, including lower utility load nearly across the board among electric utilities, largely because of milder temperatures this year but also in ...

22 Aug 20199min

European ethylene: A look down the chain from oversupply towards economic downturn

European ethylene: A look down the chain from oversupply towards economic downturn

On today's Commodities Focus podcast with Ora Lazic and Miguel Cambeiro: Although Europe continues to be the most expensive pricing region, it is increasingly becoming an importer of competitively pri...

20 Aug 20199min

Commodity markets settle in for the long haul in US-China trade tension

Commodity markets settle in for the long haul in US-China trade tension

With no end to the dispute in sight and a consensus that the real shocks to the markets could be yet to come, the latest installment of the Commodities Focus podcast takes a renewed look at the impact...

16 Aug 201941min

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